Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Question: We are looking for some guidance in the best way to digitize some complex test certificates. Some of the certificates may need to be partially completed and then finalized at a later date. We currently use google drive for cloud storage and we have built a google site that’s used as an internal web …
Question: I am looking to build a website which includes a payment & booking option but need help setting it up with the right software. I would like a ‘log in’ section for teachers & students where teachers can easily upload results from tutoring exams and the website would provide many statistics/charts to summarise the …
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Related Posts
Complex PDF editing/creation
Question: We are looking for some guidance in the best way to digitize some complex test certificates. Some of the certificates may need to be partially completed and then finalized at a later date. We currently use google drive for cloud storage and we have built a google site that’s used as an internal web …
I’m building a website aiming to create an online learning portal
Question: I am looking to build a website which includes a payment & booking option but need help setting it up with the right software. I would like a ‘log in’ section for teachers & students where teachers can easily upload results from tutoring exams and the website would provide many statistics/charts to summarise the …
Asana structure for my digital agency
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …